Kentucky Retirement Systems Has $818,000 Holdings in O’Reilly Automotive, Inc. $ORLY

Kentucky Retirement Systems reduced its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 83.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,861 shares of the specialty retailer’s stock after selling 44,646 shares during the period. Kentucky Retirement Systems’ holdings in O’Reilly Automotive were worth $818,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in ORLY. Sivia Capital Partners LLC boosted its position in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC boosted its position in O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares during the period. Sei Investments Co. boosted its holdings in shares of O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares during the period. BNP Paribas boosted its holdings in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its stake in O’Reilly Automotive by 1,357.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after purchasing an additional 464,536 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity

In other news, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. This represents a 52.68% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive News Roundup

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: O’Reilly reported second-quarter fiscal 2026 revenue of approximately $4.89 billion, ahead of analysts’ $4.86 billion estimate. Earnings were $0.86 per share, matching the broader consensus and exceeding the $0.85 estimate cited by Zacks, while year-over-year EPS increased from $0.78. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Strong comparable-store sales and growth among professional customers supported the quarter and helped lift O’Reilly’s 2026 outlook, signaling continued demand for automotive parts and services. O’Reilly Q2 Earnings Beat on Strong Comparable and Pro Sales
• Positive Sentiment: Coverage highlighting accelerated share repurchases may support earnings per share and return capital to shareholders, particularly with the stock trading below its one-year high. O’Reilly Is Ramping Up Repurchases
• Positive Sentiment: TD Cowen retained a “buy” rating with a $110 price target, implying substantial upside from the current trading level. Morgan Stanley likewise maintained an “overweight” rating with a $108 target.
• Neutral Sentiment: Despite constructive ratings, both firms reduced their targets—TD Cowen from $117 and Morgan Stanley from $112—suggesting analysts remain positive but have moderated their valuation or growth assumptions.

Wall Street Analysts Forecast Growth

ORLY has been the topic of a number of analyst reports. Weiss Ratings lowered shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, July 23rd. Morgan Stanley decreased their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday. Robert W. Baird set a $100.00 target price on shares of O’Reilly Automotive in a research note on Friday. Raymond James Financial reaffirmed an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday. Finally, Truist Financial set a $108.00 price objective on O’Reilly Automotive in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $108.44.

O’Reilly Automotive Stock Up 2.3%

NASDAQ:ORLY opened at $89.35 on Friday. The company has a fifty day moving average of $88.18 and a 200-day moving average of $91.68. O’Reilly Automotive, Inc. has a twelve month low of $82.59 and a twelve month high of $108.71. The firm has a market capitalization of $74.05 billion, a P/E ratio of 28.46, a P/E/G ratio of 1.92 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.86. The company had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business’s revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.78 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 3.25 EPS for the current fiscal year.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.